Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund; I Class in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $7.1M |
| 2 | WHEELER TRIGG O'DONNELL LLP WHEELER TRIGG O'DONNELL LLP 401(K) PROFIT-SHARING PLAN | DENVER CO | 233 | $89.6M | $1.1M |
| 3 | RED VENTURES LLC |
FORT MILL SC |
| 1,778 |
| $234.5M |
| $545K |
